Compliance · continuous
Certificates of insurance, checked before they lapse.
Every vendor, every expiry, every additional-insured clause. We read the certificate, check it against the requirement and chase the vendor before the date, not after.
What it replaces
A lapsed certificate is a liability you carry without knowing. The document arrives as a PDF, a photo or a fax, and someone has to read it, compare it to the contract and notice when it expires. That is a full-time job nobody has time for.
What it does
- Reads certificates in any format, including scans and photographs.
- Checks the named insured, additional insured wording, waiver of subrogation and limits.
- Tracks expiry dates and requests renewal before the deadline.
- Keeps a live status per vendor, per project, per requirement.
- Escalates mismatches with the clause and the certificate attached.
- Produces an audit pack when the owner or agency asks.
How it runs
Send your vendor list
We run your current certificates through the check and show you what is already wrong.
Shadow
Two weeks of side-by-side review against your own process.
Autopilot
Continuous checking, automatic chasing, exceptions only when a human is needed.
$18,000 build, then $1,000–$1,800 a month depending on vendor volume. The agent drafts, your officer signs, the retainer keeps it accurate.
Questions
Is this just compliance software?
Software is good at storing certificates. The work is reading them, comparing wording to the contract and chasing the vendor. That is what we automate.
Do you replace our insurance broker?
No. Your broker places the coverage. We make sure the certificate on file matches what the contract requires and stays current.
How many vendors can it handle?
The retainer is priced on volume. Most clients start with the vendors on active jobs and expand from there.
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Read moreSend one document. Get it back in 48 hours.
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